Strategic Blueprint

Strategic Blueprint, LLC is a Registered Investment Adviser (RIA), offering custodial services through TD Ameritrade Institutional. This program offers you the option to (1) maintain your registration with a broker-dealer for commission-based services by also affiliating with the Strategic Financial Alliance, Inc. or (2) conduct a fee-based advisory business with no broker-dealer affiliation.

In addition to advisor-as-portfolio-manager, Strategic Blueprint offers unified managed accounts with a universe of vetted managers, strategists, and model portfolios.

Should you need a broad menu of investments, access to alternative investments, and the flexibility to choose model portfolios, strategists, and asset managers, or design your own portfolios, Strategic Blueprint offers tools, resources, and support that you need.

Integrated technology includes Black Diamond, Salesforce, and Laserfiche. Most financial planning software will also integrate seamlessly with Strategic Blueprint. Both asset-based and transaction-based pricing are available. In addition, our pricing bundles reporting, CRM, and forms technology costs, as well as E&O and email services fees.

TD Ameritrade, Strategic Blueprint LLC, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade name or logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.